CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
-Supercore Inflation: What it is and why it’s important data for the Fed
-The new GDP print
-JP Morgan takes over First Republic and the impact on the banking system
-Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
Managing Principal
Will is Managing Principal of CAP STRAT and leads all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.
Director of Investment Research
Mike oversees CAP STRAT's investment research processes and leads the development of CAP STRAT's economic and financial market outlook and capital market assumptions.
